Mission: Preserve and Build Wealth
Chris has worked as a Financial Planner for over 24 years.
Chris earned his Bachelor of Science degree in Business Management Systems from Arizona State University on a Regents Grant Academic Scholarship.
He holds the FINRA 7, 24 registrations through LPL Financial, the series 65 registration through AK Financial Group and holds the designations of Certified Fund Specialist® (CFS®) and Certified in Long Term Care (CLTC®).
He is also a Certified Continuing Education (CE) / Continuing Professional Education (CPE) Instructor for Arizona & California.
Chris is a member of The Society of Financial Awareness, a nonprofit 501(c)(3) organization that provides financial education in the community. Chris regularly speaks on financial literacy and has expertise in college planning and financial aid.
Chris is an Ambassador with the Irvine Chamber of Commerce and chairs the Financial Education Task Force, VP of the Irvine Holistic Chamber of Commerce, member of the National Association of Insurance and Financial Advisors (NAIFA) and past president of the Orange County ASU Alumni Association.
Chris focuses on holistic financial planning and financial well-being and is a featured guest on ESPN and NBC radio.
Chris lives in Tustin Legacy with his wife and two children.
Chris offers investment advisory services through AK Financial Group, a registered investment advisor. AK Financial Group, Independence Financial & Insurance Services Center and LPL Financial are separate, unaffiliated entities